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Microsoft
MSFT

Overview Fund Activity

4,777 hedge funds and large institutions have $1.79T invested in Microsoft in 2023 Q2 according to their latest regulatory filings, with 217 funds opening new positions, 1,768 increasing their positions, 2,478 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,777
Holders Change
+94
Holders Change %
+2.01%
% of All Funds
75.34%
Holding in Top 10
2,668
Holding in Top 10 Change
+159
Holding in Top 10 Change %
+6.34%
% of All Funds
42.08%
New
217
Increased
1,768
Reduced
2,478
Closed
82
Calls
$39.4B
Puts
$37.2B
Net Calls
+$2.2B
Net Calls Change
-$688M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$6.27B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.27B
3
Barclays
Barclays
United Kingdom
+$2.42B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.28B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.26B

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$82.5B
2
Bank of America
Bank of America
North Carolina
-$3.18B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.09B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.94B
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$1.67B
Name Holding Trade Value Shares
Change 		Shares
Change %
MCG
1726
McCollum Christoferson Group
New York
$16.9M -$470K -1,381 -3%
TPWA
1727
TRUE Private Wealth Advisors
Oregon
$16.8M -$1.34M -3,939 -7%
T2I
1728
Turim 21 Investimentos
Brazil
$16.8M +$14.7M +43,307 +713%
NP
1729
NorthRock Partners
Minnesota
$16.8M -$1.45M -4,255 -8%
HRC
1730
Hoertkorn Richard Charles
$16.8M -$36.8K -108 -0.2%
RP
1731
Rowlandmiller & Partners
Georgia
$16.7M +$1.21M +3,564 +8%
IFWM
1732
Institute for Wealth Management
Colorado
$16.7M -$411K -1,207 -2%
NAM
1733
NTV Asset Management
West Virginia
$16.7M -$51.4K -151 -0.3%
NMG
1734
New Millennium Group
Utah
$16.7M +$2.48M +7,280 +17%
CPM
1735
Crescent Park Management
California
$16.7M -$2.99M -8,771 -15%
CPA
1736
Capital Planning Advisors
California
$16.6M +$214K +628 +1%
SSI
1737
Scott & Selber Inc
Texas
$16.6M -$51.8K -152 -0.3%
RCAG
1738
Rehmann Capital Advisory Group
Michigan
$16.6M -$134K -393 -0.8%
WTFG
1739
Wells Trecaso Financial Group
Ohio
$16.6M -$122K -359 -0.7%
BTI
1740
Blue Trust Inc
Georgia
$16.5M -$3.29M -11,407 -17%
LIM
1741
Lingotto Investment Management
United Kingdom
$16.5M +$16.5M +48,526 New
CWG
1742
Cornerstone Wealth Group
North Carolina
$16.5M -$3.21M -9,437 -16%
BAM
1743
Bell Asset Management
Australia
$16.5M -$8.39M -24,634 -34%
TCM
1744
Thames Capital Management
New Jersey
$16.5M – – –
AWM
1745
Avior Wealth Management
Nebraska
$16.5M +$1.37M +4,017 +9%
Koshinski Asset Management
1746
Koshinski Asset Management
Illinois
$16.5M -$3.43M -10,068 -17%
AL
1747
Aspiriant LLC
California
$16.4M +$625K +1,834 +4%
WIA
1748
Westbourne Investment Advisors
Maryland
$16.4M -$261K -767 -2%
KF
1749
Krilogy Financial
Missouri
$16.4M +$815K +2,394 +5%
GAG
1750
GM Advisory Group
New York
$16.4M +$3.11M +9,135 +23%
68 69
70
71 72